Document Archiving

This feature enables you to save a PDF file of any document produced, eliminating the need for an add-on document archiving system. You can readily view archived and imported documents from PowerShift screens, and even attach internal notes or signatures. You can choose to archive only the first copy of a document, or archive it every time it is printed to save revisions. See also Document Management: Advanced Features Setup.

  • The Documents button, available in many maintenance and inquiry programs, enables you to display archived documents.

  • Document Print History Inquiry (DOCQ)
    When you drill to document details, you can view previously archived and imported documents.

You can also archive GL registers and journals:

  • Archive option, Archive device, Archive path name and Viewing path in System Options Maintenance - GL Journal Options enable you to archive a PDF copy of the register or the register and journal.

  • The Archive button enables you to view archived registers and journals from various inquiries (e.g., GJI, GJQ, GTL, GTI).